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Truist Financial

1,388 hedge funds and large institutions have $33.1B invested in Truist Financial in 2023 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 656 increasing their positions, 468 reducing their positions, and 176 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
-93
Holders Change %
-6.28%
% of All Funds
22.22%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.18%
New
113
Increased
656
Reduced
468
Closed
176
Calls
$330M
Puts
$265M
Net Calls
+$65.2M
Net Calls Change
-$79.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FGAM
1351
Financial Gravity Asset Management
Texas
$4.51K -$1.19K -9 -21%
CP
1352
Castleview Partners
Texas
$4.5K
FSWA
1353
Financial Synergies Wealth Advisors
Texas
$4.06K +$4.06K +119 New
FRA
1354
Front Row Advisors
California
$4K -$55.6K -1,542 -93%
SIA
1355
Sit Investment Associates
Minnesota
$4K
BAM
1356
Byrne Asset Management
New Jersey
$4K +$4K +104 New
CYG
1357
Clean Yield Group
Vermont
$3.58K -$13.1K -383 -78%
RI
1358
Ridgewood Investments
New Jersey
$3.27K +$3.27K +96 New
PA
1359
PSI Advisors
Florida
$3.24K
WIM
1360
WealthPlan Investment Management
Nebraska
$3.14K -$566K -16,585 -99%
IFAM
1361
Institutional & Family Asset Management
Colorado
$3K
CMP
1362
Coston McIsaac & Partners
Maine
$3K
PP
1363
PrairieView Partners
Minnesota
$3K +$982 +37 +49%
ETC
1364
Exchange Traded Concepts
Oklahoma
$2.93K -$29.8K -874 -91%
DIP
1365
DT Investment Partners
Pennsylvania
$2.77K
NL
1366
NVWM LLC
Pennsylvania
$2.73K -$11.5K -338 -81%
LF
1367
Lee Financial
Texas
$2.73K +$1.98K +58 +264%
ACA
1368
Atlas Capital Advisors
Wyoming
$2.32K
RAM
1369
Riggs Asset Management
Pennsylvania
$2.16K +$69 +2 +3%
AA
1370
Ancora Advisors
Ohio
$2.05K -$8.76K -257 -81%
BWS
1371
Buck Wealth Strategies
Colorado
$1.81K +$1.81K +53 New
ECM
1372
Estabrook Capital Management
New York
$1.81K -$1.5K -44 -45%
BHWM
1373
Bay Harbor Wealth Management
Maryland
$1.74K
ECM
1374
Everence Capital Management
Indiana
$1.7K
CQS
1375
Credential Qtrade Securities
$1.6K +$1.6K +47 New